Financial adviser

Due to continued growth, a unique opportunity has arisen for an experienced Financial adviser with an established independent, Chartered practice committed to delivering high-quality, client-focused advice. The team is known for its professionalism, integrity, and dedication to helping clients achieve their long-term financial goals. The Financial Adviser will work closely with both new and existing clients, providing tailored financial planning and wealth management advice. A strong paraplanning and administrative team will support the adviser, enabling a focus on building trusted client relationships and delivering high-quality recommendations.

Key Responsibilities:

• Deliver independent, holistic financial advice across pensions, investments, protection, and retirement planning.
• Develop and maintain long-term client relationships.
• Prepare and present clear, compliant financial plans.
• Collaborate with paraplanners and support staff to ensure an excellent client experience.
• Keep up to date with market developments, regulatory changes, and industry trends.
• Contribute to the ongoing growth and professional reputation of the practice.

The ideal candidate will be a motivated adviser committed to delivering outstanding client outcomes.

Essential Requirements:

• 3–5 years’ experience in a financial adviser or wealth management role.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Demonstrated experience in delivering regulated advice.
• Strong technical knowledge of financial planning and investment principles.
• Excellent communication, relationship-building, and analytical skills.
• A strong ethical approach and a client-first mindset.

Desirable:

• Progress toward, or interest in achieving, Chartered Financial Planner status.
• Experience within an independent, boutique, or Chartered practice.

What the Practice Offers

• Competitive salary and bonus structure.
• Support for further study, including Chartered status.
• A collaborative, values-driven working culture.
• Clear opportunities for long-term career progression.
• Modern systems and strong back-office support.

In return they are offering an attractive salary, bonus, no expectations for clients to be transferred, an autonomous, flexible and fully supportive environment where clients are truly put first.  Please get in touch for more information and a confidential discussion prior to progressing further with Alison Curran.